Features & Benefits

Most family fortunes are dissipated by the third generation. However, with the professional service of a Family Office, family fortunes and their values can be preserved for generations to come.

• Our advisors are all prominent and experienced advisors in their areas of expertise, having served similar clientele from outside firms.

• We are able to be more cost-effective than traditional Family Offices because, as a virtual office, we have less  overhead.

• Our virtual team of advisors are familiar with trusted advisors who can provide additional resources around the globe and from as far away as Europe, India and China.

• By leveraging a team of virtual advisors, LVFO is able to offer expanded resources which our clients may desire.

• In addition to offering greater affordability, our focus is on working with a limited number of clients. In doing so, we can provide more focused attention to our clients’ financial and personal needs.